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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,161 | $101,539-78.2% | $147,041-84.9% | $74,400-70.2% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.3pp | 67.2%+4.7pp |
| Annual return | 15.76% | 8740.84%-8725.1pp | 419.21%-403.5pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $1,041 | $3,811-72.7% | $4,935-78.9% | $2,624-60.3% |
| Participant deferral / active EE | $2,708 | $7,304-62.9% | $8,071-66.4% | $4,348-37.7% |
| Admin fee / account holder | $3,228 | $1,749+84.6% | $13,006-75.2% | $1,944+66.1% |